gursky likes lockheed martin and ratheon for their patriot systems which could be big in any iran/israel conflict. and he expects these companies to have 8% to 12% returns. will that continue? one other thing, two of these defense companies have brand new ceos, both women. lockheed martin and general dynamics. back to you. >> coming into office at a difficult time. the defense stocks keep going up despite the fact we know there are government spending cuts ahead. >> i know. they've been doing great. a few reasons. any sequestration would effect future contracts, not current contracts, unless the federal government wants to pay for breaking contracts, but they also continue to show good bookings, especially internationally and putting out cash. i'm not putting bowing in this group because there's so many issues with the 787 there. >> that's wise. >> research in motion moving higher. that stock up $1.54. a nearly 10% move. the ceo says the smartphone maker may consider strategic alliances with other companies. the stock is up 154% in the past six months on optimism over the launch of its b